IOL MCP Tool MCP Server

$git clone https://github.com/fernandezpablo85/mcpiol.git && cd mcpiol && uv sync
README.md

Interact with Invertir Online (IOL) API through Claude Desktop

IOL MCP Tool

A Model Context Protocol (MCP) tool for interacting with Invertir Online (IOL) API through Claude Desktop.

Prerequisites

  • Claude Desktop App for Mac
  • Python 3.8+
  • IOL trading account
  • Environment variables setup with your IOL credentials

Installation

  1. Clone this repository:
git clone https://github.com/fernandezpablo85/mcpiol.git
cd mcpiol
  1. Install uv if you haven't already:
curl -LsSf https://astral.sh/uv/install.sh | sh
  1. Install dependencies:
uv sync
  1. Create a .env file in the project root with your IOL credentials:
IOL_USER=your_username
IOL_PASS=your_password

Configure Claude Desktop

  1. Open Claude Desktop configuration directory:
open ~/Library/Application\ Support/Claude
  1. Create or edit claude_desktop_config.json:
touch ~/Library/Application\ Support/Claude/claude_desktop_config.json
  1. Add the following configuration:
{
  "mcpServers": {
    "iol": {
      "command": "/Users/YOUR_USERNAME/.local/bin/uv",
      "args": [
        "--directory",
        "/Users/YOUR_USERNAME/projects/playground/mcpiol",
        "run",
        "main.py"
      ]
    }
  }
}

Important notes:

  • Replace YOUR_USERNAME with your actual username
  • Both the command and --directory paths must be absolute paths
  • You can find your uv installation path by running which uv in the terminal

Running Tests

To run the test suite:

pytest tests/test_client.py -v

For coverage report:

pytest tests/test_client.py --cov=client -v

Troubleshooting

  1. If tools don't appear in Claude Desktop:

    • Verify your configuration file is correct
    • Restart Claude Desktop
    • Check Python path and dependencies
  2. If authentication fails:

    • Verify your .env file exists and has correct credentials
    • Check IOL API status
    • Ensure your IOL account is active

License

MIT

Contributing

Feel free to open issues or submit pull requests.

Environment Variables

IOL_USERrequiredYour Invertir Online username
IOL_PASSrequiredYour Invertir Online password

Configuration

claude_desktop_config.json
{"mcpServers": {"iol": {"command": "/Users/YOUR_USERNAME/.local/bin/uv", "args": ["--directory", "/Users/YOUR_USERNAME/projects/playground/mcpiol", "run", "main.py"]}}}

Try it

Check my current portfolio balance on Invertir Online.
What is the status of my latest trading operations in IOL?
Get a summary of my financial positions from my IOL account.
List my active investments in my Invertir Online account.

Frequently Asked Questions

What are the key features of IOL MCP Tool?

Natural language interaction with Invertir Online (IOL) trading API. Access to personal IOL trading account data. Management of financial operations via Claude Desktop. Local-only hosting for secure credential management.

What can I use IOL MCP Tool for?

Checking investment portfolio performance using natural language. Monitoring active trading operations on the IOL platform. Retrieving account balances and financial positions without opening a browser. Automating financial data retrieval for personal investment analysis.

How do I install IOL MCP Tool?

Install IOL MCP Tool by running: git clone https://github.com/fernandezpablo85/mcpiol.git && cd mcpiol && uv sync

What MCP clients work with IOL MCP Tool?

IOL MCP Tool works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

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